#69 The Financial Tool People are Missing with Neal Brincefield

Almost nobody lies awake at night thinking about their rate of return. They lie awake asking one question: am I going to be okay? I've heard that question from clients for almost thirty years. Neal Brincefield RICP®, CLU®, ChFC®, CExP™ has spent his career building the answer to it. Neal is one of the people behind The Living Balance Sheet, the planning system my clients know well. He helped take it from a simple account aggregation tool into what it is now, and most of the calculators insi...